Trent Telenko Profile picture
Nov 9, 2021 30 tweets 16 min read Read on X
The issues that @fortisanalysis founder, @man_integrated spoke about recently piece on why the USA may never recover from the current supply chain disruptions have a historical analog in WW2 military supply chains.

That will be this thread's subject
1/
Intercontinental logistics is never easy. Even more so when there is a thinking enemy of the other side shooting holes in them.

Yet for all that, the US never got the single most important piece right the clearing cargo through ports & beaches.

See the WW2 D-Day example.
2/ ImageImage
In the Pacific theaters, it was far worse.

The tyranny of distance, no/poor infrastructure, bureaucracy, and inter-service politics were bigger foes than the Japanese.

3/ ImageImageImageImage
It also didn't help that the San Francisco Port of Embarkation was the most dysfunctional of WW2.

In addition to a 100 times increase in size & people, it calved off POE in Los Angeles, Seattle Portland, & Prince Rupert.

4/
nps.gov/articles/000/t… ImageImageImage
Imagine trying to inventory and mark for the proper consignee, & move a mess like this.

Which was actually a good day for the San Francisco POE.

5/ Image
Per the NPS San Fran POE link:

"The port and its subsidiary, served by three transcontinental railroads, handled more than 350,000 freight car loads, and employed 30,000 military and civilian employees, not counting the longshoremen who loaded and unloaded cars and ships."

6/ ImageImageImage
Per this link:

"In 1939, the SFPE employed 831 military and civilian personnel. They shipped 48,000 tons of cargo that year. By the end of WW2, in 1945, the SFPE employed more than 30,000 people.

7/
hmdb.org/m.asp?m=70000 Image
...They shipped more than 23 million tons of cargo and 1.65 million soldiers on 4,000 freighters & 800 troopships."

Not mentioned in either link is that the War Dept. fired three San Fran POE directors during WW2.
8/ Image
The last firing happened shortly before the end of WW2, because something needed to be done to logistically support the planned Operation Downfall invasions of the Japanese home islands.

It was the illusion of "doing something."

9/ ImageImageImageImage
The "Great Pacific Supply Chain Collapse" going into Downfall was years in the making. And It was well mapped by a War Dept. investigator in Sept-Oct 1944.

See:

Col. Crosby's report on trip to Pacific Ocean Area and Southeast Pacific Area.
cgsc.contentdm.oclc.org/digital/collec…

10/
Col. Crosby put in the miles and time to investigate everything involved the the Pacific War supply chain. Every major port operation in Adm. Nimitz's & General Macarthur's theater's were investigated & photographed.
11/ Image
In the time before ISO containers & container ships, good warehousing, rail & port operations for break bulk freighters required nets, pallets, roller conveyors, forklifts, cranes and military stevedores.

Who were disproportionately African-American in the Jim Crow era.
12/ Image
The problem that Crosby found in his travels was the lack of skills/supplies/infrastructure to effectively use pallets, roller conveyors, & forklifts.

Material handling equipment (MHE), then or now, required skilled manpower, spare parts & proper infrastructure to use.
13/ ImageImageImageImage
In his visit to Oro Bay rear in MacArthur's theater, Crosby found that despite having fork lifts, pallets & leadership deeply committed to mechanization to save manpower. It simply wasn't happening.

14/ ImageImageImageImage
The meeting tonnage metrics now beat efficient for the future.

Spoilage or theft of offloaded tonnage was not measured.

It was the "Department of Someone Else's Problem."

15/ ImageImageImageImage
Different bases didn't share overages of pallets forklifts with bases lacking them because there was no effective communications nor incentives to do so.

[The parallels with containers & their carriers in the ports of LA & Long Beach today stand out.]
16/ Image
Then there was the real elephant in the pacific supply chain room...inter-service rivalry.

It wasn't simply a matter of the US Navy being in charge, not understanding Army needs & short changing them.

And there was a lot of that.

17/ ImageImage
In fact, A whole lot of that. The USN considered all merchant hulls in it's theater it's property.

No matter if they were War Shipping Administration, War Dept. charter or Army Transport Service. When it came to shipping, the USN was:

"All you bases are belong to us"
18/ Image
And it was more than the old saw of "The Navy gets the gravy while the Army get the beans."

Nope, it was the USN decided what was priority shipping for the theater including the building materials for Army infrastructure.

So the Army didn't get cement.

Literally, see:
19/ Image
Adm. Nimitz and his CENTPAC staff did more to stop US Army infrastructure building in the Pacific than all the torpedoes in the Japanese Navy!

And it went to actively sabotaging MacArthur's operations.

USN stole a complete harbor crft comp meant to land supplies at Leyte!
20/ ImageImageImage
A US Army harbor company w/o it's craft are over trained stevedores. Which was what the USN wanted to slow down MacArthur.

I found that bit of sabotage on pare 79 of the following document:

History of Army Port and Service Command.
cgsc.contentdm.oclc.org/digital/collec…
21/
And made sure to confirm it was sabotage by looking up Eniwetok's tugs & lighterage in the following photo clipped document:

Base facilities summary: advance bases, Central Pacific Area, 30 June, 1945.
cgsc.contentdm.oclc.org/digital/collec…
22/ Image
And then checking every tug, barge, floating crane and craft against this document:

Navy Seagoing Tugs and Related Craft
researcheratlarge.com/Ships/Misc/194…

23/
Whatever happened to those Transportation Corps watercraft. They were not at Eniwetok in June 1945 despite a huge number of USN lighterage being inoperative.

Nor did they ever make it to Leyte.

24/ Image
While MacArthur's supply issues at Leyte are blamed on Kamikazes & his own disorganization -- the official narrative.

The USN's "Grand Theft Army Watercraft" at Eniwetok played a bigger role in stopping MacArthur's supplies at Leyte than the HMIJS Yamato lead central force

25/ Image
Yet it can be said that Col Crosby's fact finding tour bore fruit for the Pacific Supply Chain in the SWPA.

By Jan 1945 the SWPA shipping regulation system communicated about shipping & port capacity in every base & with the West coast.
cgsc.contentdm.oclc.org/digital/collec…
26/
Yet for all the effort, the SWPA regulating system didn't fix the problem.

It only managed it.
27/
The heart of the issue was the dysfunction between the USN and the War Department, and especially the service troop impasse in the South Pacific.

The service troop needed for Downfall were Army & belonged to MacArthur, but the USN would not release operational control.
28/
The impasse leading to the "Great Pacific Supply Chain Collapse" during the planned invasion of Japan was broken not by agreement between supply chain stakeholders.

It was broken by the Atomic bombing of Hiroshima and Nagasaki.
29/ Image
Just like it will take outside events to make the on-going the "Great World Supply Chain Collapse" irrelevant.

Pray G-d this supply chain collapse requires something much less drastic.
/End

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More from @TrentTelenko

Jan 22
Stephen Blank has always had a clear US policy view of Russia:

"Moreover, Putin and his circle consistently advance two intertwined claims:

1. Ukraine is inherently Russian;

2. this war steps from NATO’s alleged attempt to turn

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...its supposed vassal state Ukraine into a member against Russia’s will.

Though some self-proclaimed experts still peddle this nonsense, this war’s true purpose is unmistakable:

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...the restoration of the Russian empire, without which Putin’s power – and that of his likely successors – cannot persist."

I'll add the following:

The arrival & mass production of Chairman Xi's Corvus Mulberry barges (pictured below behind a Chinese car ferry⬇️)...

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400 Houthi aerial drones, cruise missiles and ballistic missiles were fired at/near USN ships since Oct 2023

120 SM-2 & 80 SM-6 missiles, 160 five-inch main guns rounds, plus a combined 20 Evolved Sea Sparrow and SM-3 missiles engaged them.

Drone War Cost Trades 🧵
1/ Image
Tyler Rogoway has reported the following missile costs:

SM-2 Block IIIC - $2,530,000 per missile.
SM-6 - $4,270,000 per missile.
Evolved Sea Sparrow Missile (ESSM) RIM-162 Block II - $1,490,000 per missile.
SM-3 -$12,510,000 for the Block IB, and $28,700,000 for the Block IIA
2/ Image
So:

120 SM-2 * $2.53 million = $303.6 million
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3/ Image
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Read 16 tweets
Jan 17
The fire and forget millimeter wave (MMW) radar guidance AGM-114L "Hellfire Longbow" being referred in the War Zone post as "a new anti-drone armament" for the LCS actually ceased production in 2005 and reaches end of life in 2025.

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One of the reasons the AGM-114L was dropped from the US Army M-Shorad is the US Army didn't want to pay money to recertify the AGM-114L inventory...

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...with the AGM-179 Joint Air-to-Ground Missile (JAGM) equipped with dual-mode Semi-Active Laser (SAL) and millimeter wave (MMW) radar seeker just entering production.

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It is a bad week to be Russia.

Qatar, one of the biggest LNG exporter, just announced it's new six MTPA (million tonnes per annum) nitrogen fertilizer plant.

The chemical process involved is natural gas->ammonia -> urea for a
1/
dohanews.co/qatar-set-to-b…
...vertically integrated facility.

This new Qatar facility means Middle Eastern fertilizer industrial plants have now displaced Russia on the world fertilizer market.

2/
This makes Russia falling out of the world Ag-sector fertilizer supply chain a non-event going forward.

The Qatari sheiks made a good move here to capture value up the supply chain from energy.

Plus, Urea and Ammonia store far better than liquified natural gas.

3/3
Read 4 tweets
Jan 15
I disagree with the thoughts in this post for multiple reasons.⬇️

1st, Ukraine made a systematic effort in Oct 2024 to take out multiple Russian alcohol distilleries.

So distilleries are on the AFU strategic bombing list.

1/
2nd, there are a lot of things that alcohol is a chemical feedstock for that Russia desperately needs to make.

I've talked about synthetic rubber for tires in another thread.


2/
A short list of Russian industrial alcohol uses include:

o It's used as an industrial solvent.
o It's used as a precursor for numerous plastics.
o It's used as a precursor for some explosives.

3/
Read 5 tweets
Jan 15
Ukraine struck another Russian alcohol plant?

I'm beginning to think the Russians have been using alcohol to make butadiene based synthetic rubber.

My WW2 US mobilization resources say grain produced alcohol was the primary chemical feedstock for the synthetic rubber

1/
...in US tires until August 1944.

The process was invented by a Russian, Via wikipedia:

"The Russian chemist Sergei Vasilyevich Lebedev was the first to polymerize butadiene in 1910....

2/
...In 1926 he invented a process for manufacturing butadiene from ethanol, and in 1928, developed a method for producing polybutadiene using sodium as a catalyst.

The government of the Soviet Union strove to use polybutadiene as an alternative to natural rubber ...

3/
Read 6 tweets

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